Add Feature To Hide Plugin Sections On Record View

Hi team,

I'm trying to help a client tidy up their CRM.

When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor.

I would like to see an option to hide those section either in Layout Rules or via an option on the Section settings.

I think this is not a big ask as I can see that on the front end those sections can be hidden by adding style="display: none;" to the parent div.

Here's an example of what I mean by style="display: none;" https://youtu.be/iEiLJJ5TaAQ

Below is an example of how that might look in the layout editor.

I see other users are looking for the same.

Thanks for listening.

• Topic Participants

• Ashley

• Ishwarya SG

  

• Sticky Posts

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• Custom Function : Automatically send the Quote to the related contact

  Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

• Function #50: Schedule Calls to records

  Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

• Function #37: Create a Purchase Order from a Quote

  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

• Function-2: Round-Robin assignment of records

  Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the

• Recent Topics

• Using a Zoho Analytics table as a datasource in Zoho Creator

  I'm wanting to build an interface in Zoho Creator for data in a table in Zoho Analytics. Most of the searching that I have done is about using Zoho Analytics to report on data in the Zoho Creator app or to use Creator to add or modify data in a Zoho Analytics

• Email already exists problem

  Hello, I'm having a problem with new domain. I have just created a new account and linked my domain to it, but cannot create mail account info@esperanza-management.nl, it says that given mail account name already exists. I'm attaching screenshot with

• Location Lookup

  Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John

• Regarding developer support for Creator

  Hello Team, We would like to understand if there is any developer support available for building creator application directly from Zoho's team and not via partners. Please let me know. Thanks!

• POP3 not working: User already specified

  I am able to access the webmail, but I am not able to access my email via POP3. I never changed the configuration or the password. I receive the following error: User already specified. I already contacted the phone support they told me they would fix

• Adaptación de zoho books a la nueva regulación de facturación electrónica

  La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.

• Home Page Layout Suddenly Changed; How to Remove Open Activities

  Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities

• Reporting on what content activity to deals

  I have salesIQ set-up with CRM. Tracking looks good. If I look at a contact who initiated a deal I can see their activity and understand what content and campaigns contributed to the deal. What I would like to do is understand that on aggregate: If I

• File Upload Limit

  About the File Upload and Image Upload field types in Zoho CRM Currently, I am aware that each field has a total file size limit of 20MB. I would like to ask if there are any corresponding limitations on the total storage size in Zoho Drive or across

• 'email address already exists'

  I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and

• Unable to Create a New Zoho Mail Account

  I am trying to create a new professional email account on Zoho Mail. However, I noticed that the "Ad Console" section, which I believe is required for this process, is not appearing in my profile. Could any one please help me, why this section is missing

• Multiple Zoho Accounts on Android/iOS Apps

  I'm migrating two of my companies to Zoho platform while ditching Google Apps. I can't seem to find a way to access both accounts on the Android or iOS mail app. Is there any other way than POP3? 

• Is Conditional display of field(s) possible in a Canvas Customer Portal?

  Is Conditional display of field(s) possible in a Canvas Customer Portal? How?

• Attempting to migrate email data from Outlook failed (repeatedly)

  'Authentication details provided was rejected by Source server. Kindly provide valid username and password.' That's the error message I keep getting when I try to migrate my old email data from Outlook to Zoho. I've confirmed the username / password are

• How best to use default modules for our CRM implementation?

  Hi Im using Zoho CRM for a client who has a wedding venue. We want to use the CRM  for Leads through to converted customers. We also want to use the CRM to manage wedding events and have a list of recomended suppliers (florists etc) that we offer to our

• Zoho Expense - Multiple Credit Cards

  Hi, I have two questions about credit cards in zoho expense (Canada). 1. We have multiple credits cards (i.e. two amex's, 3 visa etc). When I set the amex cards up they all come into the same expense account (unsubmitted). Is there a way to direct where

• SPF configuration in DNS

  Hello Zoho Support team, I have a problem with the configuration of SPF. I have read several documentation from Zoho to configure it properly but it is still not configured properly as you can see here https://zohomail.tools/#runChecks/sans-institute.online

• Problem with Cadence enrollment / using same Cadences for one contact more than just once / deleting completed Cadences

  Dear all! We’re experiencing an issue with Cadence enrollment when assigning Emails to tagged contacts. Recently, I tagged 12 contacts to assign Emails, but only 3 were successfully enrolled in the Cadence. Upon review, I found that enrollments only succeeded

• Zoho email experiencing delay when receiving emails from AWS SES

  When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going

• Canvas: is it possible to have a fixed header?

  Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

• Questions regarding WorkDrive

  Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading

• Request to Customize Module Bar Placement in New Zoho CRM UI

  Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

• IMAP not syncing emails

  Hello, i have my zoho email connected to the Outlook app with IMAP and the past Tuesday it stopped syncing the emails. I tried deleting the account and adding it again but it didn't help.

• Kaizen #165 : How to call Zoho CRM APIs using Client Script

  Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client

• Zoho Books / Zoho Inventory ??? WHY ????

  I noticed in the Zoho Books What's New page: ------ 18 January 2021 New Line Item Fields You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.

• 【Zoho Flow】外部連携のエラー

  Zoho Flowの外部連携にて、Google sheets(スプレッドシート)との連携をしているのですが、先週から添付画像のように「”\n”」というエラーのポップアップが表示されます。 解決方法をご教授いただけないでしょうか。 ▼挙動詳細 特にフローを触ったわけではなく、フローが実行されていないことに気付き、他の異常が見つからなかったため再連携した際に気付きました。 同じ設定で新規外部連携をした際、一時的にエラーは解消されましたが、時間がたつとフローが実行されなくなります。

• Tracking against a bucket of money

  I charge my clients in blocks of $250. It can be pay as you go or monthly subscription based. I have 3 tiers of services each at a different hourly rate. I’m looking to keep track of the $$ bucket and deduct $$ as I work on projects based on the service

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• To unsubscribe from your paid subscription in Zoho Mail, if you can't find help anywhere.

  For ZohoMail users who wish to cancel their subscription, we noticed too many requests, we are not stopping you from staying free. To cancel your subscription, login to https://mail.zoho.com as Super Admin >> click Control Panel >> Subscription >> Cancel

• OAuth 2 for customer portal

  In Zoho Creator, is it possible to set up an OAuth 2 connection with an external service (in this case - Zoom) for customer portal users? Specifically, I want each user to be directed to an authentication page for Zoom, and then have the connection established

• Workflow - CRM Deals to Meetings - Creating duplicate meetings

  I want to be able to create a deal in Zoho CRM and a Meeting be created so that it adds to my calendar, however when I edit the same deal, I want it to edit the meeting, not create a new meeting! Everytime I edit a deal, It creates a new meeting so I

• No longer get Cliq notifications on phone if app not started

  On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

• Subform Missing "Add Rows" Button

  I created a Subform on the Account layout but I do not show the "add rows" button. I followed the online setup instructions but it looks like I'm still missing something. How do I get the ability to "add rows" to my subform? Here is what it looks like

• Not able to set update a module entry with a Boolean variable

  I am creating a Flow where if certain requirements are met, I want to update a checkbox in Zoho CRM's Cases module labels "Paid". I am just not able to figure out how to update the value. In "Update module entry" the variable is displayed as text, so I have to input something. I tried: true, 1, yes, True, Yes with no luck. Whatever I do, I get the same error message as a result: "Invalid input for Paid. The expected input type is boolean." Any know what I'm doing wrong? Thanks!

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• Request: Custom CSS Theme

  I would really like a custom CSS theme that enables me to completely customize the look and feel of the survey page based on the typography of my company brand. Unfortunately, there does not appear to be complete customization with existing themes. This

• Work Drive Collect Files Feature Custom Link - Google Security Alert Social engineering content detected on

  I use the Work Drive collection feature to allow clients to upload files. I created a custom URL using the subdomain feature. However, my Google search console has thrown up a security report that this URL is being detected as "social engineering content

• How to add new widgets?

  Searched and searched and cannot find anywhere. Why is everything so hidden in zoho! Why is there not a button right here that allows me to create a new one, why is it buried somewhere else! Zoho's UI is so infuriating

• Error AS101 when trying to add a new email alias

  Hi, For my domain, simplycompli.in, I would like to remove the alias email ID prateek@simplycompli.in , but I'm getting error when I'm trying to replace it with a new email ID. Can you please help?

• Task Start and Due dates

  Hi, I am trying to find a way to autopopulate Start and Due dates for tasks in a project. I want to assign the same dates that are found in the Start and End dates of that project. I tried the automatic workflow but it seems that Project information is

• Next Page